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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,631 | $95,979+279.9% | $74,551+389.1% | $135,380+169.3% |
| Participation rate | 38.5% | 75.7%-37.2pp | 69.1%-30.7pp | 82.6%-44.2pp |
| Annual return | 9.83% | 56.97%-47.1pp | 32.53%-22.7pp | 519.81%-510.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $40 | $3,844-99.0% | $3,108-98.7% | $5,609-99.3% |
| Admin fee / account holder | $13,894 | $6,522+113.0% | $5,059+174.6% | $10,828+28.3% |